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Export a functioning Material Ad Hoc Report with Formulas

We need this feature and have to recreate it in Excel which is time consuming and risky. It would be very beneficial to have a functioning export report like the CE version does but for Material.
Greg Heyman about 1 year ago in ProPricer 9 0 Future consideration

Submit PBS/BOE Fields

Description: BOEs at the PBS level are not submitted as additional fields to CE. Use Case/Example: User needs to see the BOE field for PBS level BOEs.
Aaron Hale about 2 months ago in BOE Pro 0 Future consideration

Maintain PBS Visibility when editing a PBS/Task on the BOE View

Description: Maintain PBS Visibility when editing a PBS/Task on the BOE View Use Case/Example: When editing a task, the user often needs information from the PBS list that they currently cannot see.
Aaron Hale about 2 months ago in BOE Pro 0 Planned

Make BOEs visible to all

Description: Users can only see all BOEs on a proposal if assigned in the RAM or by a RAM Admin. Create an option for proposals to make all the BOEs visible to all users as read-only. Provide a default setting in the system settings. Use Case/Exam...
Guest 3 months ago in BOE Pro 0 Future consideration

Prompt to remove estimates when deleting a formula.

Description: Prompt to remove estimates when deleting a formula. Save the user time by prompting them when deleting the formula if there are estimates assigned. If the user responds in the affirmative, delete the estimates automatically. Use Case/...
Guest 3 months ago in BOE Pro 0 Future consideration

Filter for RAM Group for people that are assigned in the workflow in the proposal

Description: Add a filterable column for users that are assigned to the workflow in the RAM view Use Case/Example: When setting up the RAM group for the proposal, I want to add only users who are part of the proposal's workflow.
Guest 3 months ago in BOE Pro 0 Future consideration

Expand Allow Estimate Level to RAM Group

Description: Allow the Estimate level setting for the RAM group. The ability to force people within a RAM group to either enter the BOE at the Task or PBS level. Use Case/Example: The Engineering users must enter the BOE at the Task level, while t...
Guest 3 months ago in BOE Pro 0 Future consideration

Workflow at the Task Level.

Description: The ability to assign the workflow at the task level. The ability to assign review and approval steps for the workflow from the people assigned to the PBS when creating a task. Use Case/Example: The BOE Author will create a task for t...
Guest 5 months ago in BOE Pro 0 Planned

Default Value for Custom Tasks Fields

Description: Allow the custom task fields to have a default value setting. Use Case/Example: There is a custom task field that should always have the same value. Currently, the user must select the same value each time a task is created.
Kenny Louden 5 months ago in BOE Pro 0 Future consideration

Auto Flex Shift When changed Task Dates

Description: When changing task dates, there are resources for the task. The user must run a flex shift to change the dates. Make sure that when changing task dates and there are resources on the task, the flex shift is launched automatically.
Kenny Louden 3 months ago in BOE Pro 0 Future consideration